复盘分析师
2022-05-11
$宁德时代(300750)$
近期终端车企在上游成本压力剧增的情况下开启第二轮涨价,涨幅要明显大于年初第一轮。这个传导会不会在需求上产生负反馈,可能需要至少一个季度去观察。不过从特斯拉、比亚迪、小鹏的报表看,在手现金、应付款、经营性现金流指标看,还是具备一定的抵御上游成本压力的能力。
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